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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1851
Physician Wealth Advisors
Utah
$31.9K – – –
LWMI
1852
Legacy Wealth Management (Idaho)
Idaho
$31.9K – – –
RF
1853
Robinswood Financial
Washington
$31.1K +$26.2K +344 +366%
TC
1854
Truvestments Capital
Florida
$30.7K +$18.8K +246 +132%
ANBT
1855
American National Bank & Trust
Texas
$29.3K +$31.5K +413 New
ACM
1856
Accent Capital Management
Ohio
$29.2K +$16.2K +212 +106%
AT
1857
Avalon Trust
New Mexico
$28.4K – – –
MWM
1858
MorganRosel Wealth Management
Colorado
$28.4K +$30.5K +400 New
CAL
1859
Capital Advisors Ltd
Ohio
$27K – – –
CWM
1860
CarsonAllaria Wealth Management
Illinois
$27K +$1.22K +16 +4%
CWM
1861
Consultiva Wealth Management
Puerto Rico
$26.9K – – –
AG
1862
AmeriFlex Group
Nevada
$25K +$2.97K +39 +12%
FMP
1863
Financial Management Professionals
Texas
$24.8K -$9.76K -128 -27%
WFA
1864
West Financial Advisors
Iowa
$24.7K – – –
JGIA
1865
Jackson Grant Investment Advisers
Connecticut
$24.4K – – –
MSWM
1866
Mowery & Schoenfeld Wealth Management
Illinois
$24.3K +$153 +2 +0.6%
ITIM
1867
Indiana Trust & Investment Management
Indiana
$24.1K – – –
WOC
1868
West Oak Capital
California
$23.6K -$142K -1,865 -5%
SWIM
1869
Smallwood Wealth Investment Management
New Jersey
$23.5K +$25.2K +331 New
CAC
1870
Core Alternative Capital
Georgia
$23.4K -$3.58K -47 -13%
CCMI
1871
Creative Capital Management Investments
California
$23.3K -$12.5K -164 -33%
GJIA
1872
Glass Jacobson Investment Advisors
Maryland
$23.1K – – –
TFM
1873
TFC Financial Management
Massachusetts
$23.1K – – –
HWP
1874
Highline Wealth Partners
California
$22.3K +$10.7K +140 +80%
SL
1875
Salomon & Ludwin
Virginia
$22.1K – – –
73 74
75
76 77